Plans in empowOR
Note: You can have as many different plan types as desired. The only types that cannot be removed are GENERAL, CAREER, AND AGENCY.
To add new PLAN TYPES go to: ADMIN → MANAGED ITEMS → MANAGED LIST ITEMS → PLAN TYPES
Purpose of Plans Form
- Helps agencies bundle services to improve family financial stability and self-sufficiency
- Creates customized goals and action steps with participants
- Tracks progress through collaborative reviews between counselor and participant
- Integrated with agency assessments and outcomes
- Multiple plan types allowed
- Accessible to staff with Work Template access
Prerequisites (Administrator Tasks)
- Create Goal Progress Ratings
- Create Plan Progress Ratings
- Create Goal Dimensions
- Create Global Goals
Creating a New Plan
- Open Participant/Household
- Click PLANS on Work Template
- Click ADD NEW icon
- Fill out Plans Basic Info screen
- SAVE and ADD GOALS
- Enter Goal Information
- SAVE and ADD ACTION ITEM
- Enter Action Item Basic Info
- SAVE (can add multiple action items or SAVE AND CLOSE)
Plan Components
Goals
- Something participant wants to achieve
- Described in participant's own words
- Includes target dates and status (e.g., Actively Pursuing, On Hold, Achieved)
- Linked to broad dimensions (Housing, Financial Management, Employment)
Action Items
- Specific steps to achieve goal, including:
- Milestone
- Due Date
- Responsibility (Staff/Participant)
- Resources
- Status
- Completion Date
Reviewing a Plan
- Open Participant/Household
- Click PLANS on Work Template
- To mark action items complete:
- Click ADD/EDIT ACTION ITEMS
- Edit specific action item
- Check COMPLETED box
- Enter DATE COMPLETED
- SAVE or SAVE AND CLOSE
- Track Plan Progress:
- Click blue text next to PLAN PROGRESS RATING
- Add review details:
- Review Date
- Progress Ratings (No Progress to Significant Progress)
- Reviewed By
- Review Notes
- SAVE AND ADD NEW or SAVE AND CLOSE